What is Guangdong Mingyang Electric Co.,Ltd.'s (301291.SZ) StockRank?

MoatMap's StockRank for Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) is 42/100, with a Hold signal. This is a composite score combining Quality (54), Value (33), and Momentum (45) factor ranks across MoatMap's 19,000+ stock universe.

Does Guangdong Mingyang Electric Co.,Ltd. have an economic moat?

Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) has a Quality factor score of 54/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Guangdong Mingyang Electric Co.,Ltd. a buy, hold, or sell?

MoatMap's current signal for Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) is Hold, based on a StockRank of 42/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.

What sector is Guangdong Mingyang Electric Co.,Ltd. in?

Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) operates in the Industrials sector, specifically the Electrical Equipment & Parts industry (China).

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301291.SZ

HOLDAPPROVE

Guangdong Mingyang Electric Co.,Ltd. · Industrials · China · $2.7B · Avg Vol: $80M/d

StockRank

P/E (TTM)

26.9x

ROE

10.2%

D/E

0.0x

Dividend %

1.2%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Guangdong Mingyang Electric is a high-quality manufacturer of medium- and low-voltage power distribution equipment, transformers, and switchgears. It is a prime second-order beneficiary of the Commodity Supercycle and AI infrastructure buildout, as power grid capacity has become the ultimate bottleneck for data centers and renewable energy integration. The company possesses strong pricing power and a localized manufacturing footprint that insulates it from global supply chain friction.

COMPANY DESCRIPTION

Guangdong Mingyang Electric Co., Ltd. designs and manufactures high and low voltage power transmission and distribution equipment, including transformers, switchgears, and prefabricated substations. The company is a leading supplier to China's booming renewable energy sector, particularly offshore wind power and utility-scale solar, as well as modern data centers. Its competitive advantage lies in its customized, highly reliable equipment designed to withstand harsh environmental conditions.

FINANCIAL SUMMARY

Year	2022	2023	2024	2025	CAGR
Revenue	478M	735M	952M	1.0B	28.8%
EPS	0.17	0.27	0.31	0.28	18.5%
Shares	234M	312M	312M	312M	+33.3%
Debt	64M	10M	7M	12M	-42.6%
Equity	143M	623M	690M	744M	73.1%
Op CF	43M	48M	57M	14M	-30.7%
Inv CF	-3M	-11M	-107M	-66M	—
Fin CF	-27M	366M	-35M	-39M	—

PRICE (1M)-26.2%

SMA 50SMA 200

$6.60

RSI (14)

19.9

52W High

$10.90

From 52W High

0.6%

SCORE BREAKDOWN

Quality

ROIC

13.2%75.2

ROE

10.2%58.7

GP/Assets

13.9%42.7

Op. Margin

4.1%31.8

FCF/Assets

-0.5%30.8

Piotroski

—36.7

Int. Cover

50.0x90.2

D/E Ratio

0.05x85.5

Current Ratio

1.73x51.1

Value

P/E (TTM)

26.9x39.1

EV/EBITDA

18.9x26.5

P/FCF

—N/A

P/B

2.7x38.4

P/S

2.1x40.2

Div Yield

1.2%35.7

Momentum

52W High %

61%17.9

RS 6M

1%66.6

SMA 50/200

1.09x65.4

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

+109%70.4

Q Growth

-78%3.8

FUNDAMENTALS

Market Cap

$2.7B

P/E (Forward)

12.9x

Gross Margin

19.9%

SECTOR PEERS

Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 301291.SZ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
301291.SZ	Guangdong Mingyang Electric Co.,Ltd.(you)	$2.7B	42	HOLD
600353.SS	Chengdu Xuguang Electronics Co., Ltd.	$2.7B	42	HOLD
300593.SZ	Beijing Relpow Technology Co., Ltd	$2.8B	42	HOLD
002706.SZ	Shanghai Liangxin Electrical Co.,LTD.	$2.4B	43	HOLD
002922.SZ	Eaglerise Electric & Electronic (China) Co., Ltd	$2.7B	37	HOLD
300913.SZ	Zhejiang Zhaolong Interconnect Technology Co.,Ltd.	$3.0B	44	HOLD
300843.SZ	Shenglan Technology Co., Ltd.	$2.2B	43	HOLD
601096.SS	Hsino Tower Group Co., Ltd.	$2.0B	40	HOLD
603556.SS	Hexing Electrical Co.,Ltd.	$1.9B	40	HOLD
300835.SZ	Sinomag Technology Co., Ltd.	$3.2B	36	HOLD

Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%

Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) — Stock Score Summary

Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) has a MoatMap StockRank of 42/100 based on Quality (54/100), Value (33/100), and Momentum (45/100) factor scores. The current signal is HOLD. Guangdong Mingyang Electric is a high-quality manufacturer of medium- and low-voltage power distribution equipment, transformers, and switchgears. It is a prime second-order beneficiary of the Commodity Supercycle and AI infrastructure buildout, as power grid capacity has become the ultimate bottleneck for data centers and renewable energy integration. The company possesses strong pricing power and a localized manufacturing footprint that insulates it from global supply chain friction.

Key Financial Metrics

Price	$6.60
Market Cap	$2.7B
P/E (TTM)	26.94
P/E (Forward)	12.91
Price/Book	2.66
Return on Equity	10.2%
Return on Invested Capital	13.2%
Debt/Equity	4.75
Gross Margin	19.9%
Operating Margin	4.1%
Revenue Growth	-26.3%
Dividend Yield	1.2%
Free Cash Flow	$-1M

Guangdong Mingyang Electric Co.,Ltd. operates in the Electrical Equipment & Parts industry, part of the Industrials sector (China).

Frequently Asked Questions

What is Guangdong Mingyang Electric Co.,Ltd.’s (301291.SZ) StockRank?: MoatMap’s StockRank for Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) is 42/100, with a Hold signal. It is a composite of Quality (54), Value (33), and Momentum (45) factor ranks across MoatMap’s 19,000+ stock universe.
Does Guangdong Mingyang Electric Co.,Ltd. have an economic moat?: Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) has a Quality factor score of 54/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Guangdong Mingyang Electric Co.,Ltd. a buy, hold, or sell?: MoatMap’s current signal for Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) is Hold, based on a StockRank of 42/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Guangdong Mingyang Electric Co.,Ltd. in?: Guangdong Mingyang Electric Co.,Ltd. (301291.SZ) operates in the Industrials sector, specifically the Electrical Equipment & Parts industry (China).